Frequently Asked Questions

Follow this order for the smoothest setup:

1. Settings → Update your business name. This appears in every reminder sent to your customers.
2. Add your first customer — include their phone number and check the SMS consent box if they've agreed to receive texts.
3. Create your first invoice — select that customer, set a due date, and choose your reminder channel (Email, SMS, or both).

That's it — reminders will fire automatically on schedule from there.

SMS reminders require the customer to have given explicit consent first. If the SMS channel options are greyed out, it means the selected customer either has no phone number on file, or hasn't had SMS consent recorded.

To fix it:

1. Go to your Customers list and open that customer's profile.
2. Add their mobile number if missing.
3. Check the SMS consent checkbox to confirm they agreed to receive texts.
4. Come back and create the invoice — SMS options will now be available.

Both names appear directly in the reminder messages. For example:

"Invoice #1042 from Acme Plumbing is due in 3 days - $850.00. Already paid? Contact Acme Plumbing. Reply STOP to opt out."

Make sure your business name in Settings and your customer names are spelled and capitalised exactly how you want them to appear.

Reminders are processed once daily, automatically. The default schedule sends reminders at these intervals relative to the invoice due date:

• 3 days before due
• On the due date
• 3, 7, and 14 days overdue

You can customise which steps are enabled per invoice by expanding the Reminder Schedule section when creating or editing an invoice.

No problem. Open the invoice and tap Send Reminder Now. You'll get a choice:

• Send Custom Template — uses your saved template for that reminder step.
• Send Generic — sends a pre-built message that accurately says e.g. "is 3 days overdue" based on the actual current date.

Open the invoice and tap Mark as Paid. This immediately stops all future reminders for that invoice.

Customers can also click the link in their reminder to mark it paid themselves — this has the same effect.

Yes. Open the invoice detail and tap Send Reminder Now. This sends the most recent due/overdue reminder immediately, bypassing the daily schedule.

The button only appears if there are unsent reminders available to send.

Example for a 3-day overdue invoice:

"Invoice #1042 from Acme Plumbing is 3 days OVERDUE - $850.00. Contact Acme Plumbing to arrange payment. Already paid? Mark it: [link]. Reply STOP to opt out."

All SMS messages include a STOP opt-out link and your business name.

Yes — go to Settings → Reminder Messages. You can set custom subject lines and body text for each reminder step, for both email and SMS.

Use merge fields to personalise each message: {{customer_name}}, {{invoice_number}}, {{amount}}, {{due_date}}, {{business_name}}, {{reminder_context}}.

If no custom template is set, a sensible default is used automatically.

Twilio automatically handles STOP replies — that customer's number is unsubscribed and will not receive any further SMS messages from your account. This is handled at the carrier level and cannot be bypassed.

Customers can re-subscribe by replying START.

You get 14 days free with full access to all features — no credit card required to start. A banner in the app shows how many days remain.

When your trial ends, you'll need to subscribe to continue sending reminders.

Starter: Up to 100 customers, unlimited invoices, Email & SMS reminders, 200 SMS/month, 9-step automated schedule, customer payment links.

Pro: Unlimited customers, unlimited invoices, Email & SMS reminders, 10,000 SMS/month, custom reminder message templates, priority support.

Go to Settings → Subscription and tap Manage Subscription. This opens the Stripe billing portal where you can cancel anytime.

Cancellation takes effect at the end of your current billing period — you keep full access until then.

Your invoices, customers, and reminders remain in your account. You won't be able to send new reminders until you resubscribe, but your data is safe.

If you want to fully delete your account and all data, go to Settings → Danger Zone → Delete Account & All Data.